CA
SWIR

CapWealth Advisors’s Sierra Wireless SWIR Stock Holding History

CapWealth Advisors’s Portfolio SWIR Stock Details SWIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-200
Closed -$3K – 419
2013
Q3 		$3K Buy
+200
New +$2.64K ﹤0.01% 402

Other funds holding SWIR

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIM
Bogle Investment Management Newton Lower Falls, Massachusetts $63M AUM 51.97% 1-Year Est. Return

CapWealth Advisors's SWIR Position: Q4 2013 in Review

CapWealth Advisors sold out of Sierra Wireless (SWIR) in Q4 2013, closing a stake of 200 shares — an estimated $3K sold.

CapWealth Advisors first reported a position in SWIR in Q3 2013 and held it in 1 quarter. The position peaked at $3K in Q3 2013. 73 funds tracked by Wall St. Rank hold SWIR as of Q4 2013.

  • CapWealth Advisors reported no remaining Sierra Wireless position as of Q4 2013 after selling out during the quarter.
  • CapWealth Advisors sold 200 Sierra Wireless shares in Q4 2013, an estimated $3K.
  • CapWealth Advisors first reported a position in Sierra Wireless in Q3 2013 and held it in 1 quarter.
  • CapWealth Advisors's Sierra Wireless position peaked at $3K in Q3 2013.
  • 73 funds tracked by Wall St. Rank held Sierra Wireless as of Q4 2013.

Based on CapWealth Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.